See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,647 | $99,985-26.3% | $146,665-49.8% | $85,850-14.2% |
| Participation rate | 77.5% | 73.1%+4.4pp | 80.1%-2.6pp | 69.3%+8.2pp |
| Annual return | 15.69% | 18.93%-3.2pp | 22.74%-7.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $7,680 | $2,559+200.2% | $4,136+85.7% | $2,565+199.4% |
| Participant deferral / active EE | $3,947 | $4,006-1.5% | $5,506-28.3% | $3,952-0.1% |
| Admin fee / account holder | $3,507 | $7,702-54.5% | $10,280-65.9% | $6,260-44.0% |